SEC Form 13F

WEATHERLY ASSET MANAGEMENT L. P. 13F Holdings

Report period2026-06-30
Publicly available2026-07-21
Reported value$1,404,996,426
Positions188

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ELI LILLY & COLLYCOMMON$325,832,800271,656
APPLE INCAAPLCOMMON$90,753,602313,636
AMAZON COM INCAMZNCOMMON$51,062,405214,242
PALO ALTO NETWORKS INCPANWCOMMON$45,619,023133,772
FIDELITY MERRIMACK STR TRFBNDCOMMON$42,302,831927,020
J P MORGAN EXCHANGE TRADED FJMSTCOMMON$37,099,976727,451
MICROSOFT CORPMSFTCOMMON$35,545,78495,292
ALPHABET INCGOOGLCOMMON$35,197,97898,492
NETFLIX INC.NFLXCOMMON$27,504,540385,218
J P MORGAN EXCHANGE TRADED FJPSTCOMMON$27,487,818543,560

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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